Mercy Mbah
McKinney,TX
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
1
1
year of professional experience
Work History
Financial Advisor
WFG
06.2023 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
SPS/Cashier
Ross Dress For Less
01.2023 - 07.2023
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
Education
Bachelor of Science - Logistics And Supply Chain Management
Kwame Nkrumah University of Science And Technolog
Ghana Africa01.2019
High School Diploma -
Cameroon Protestant College Bali
North West Region 06.2015
Skills
- Client Relations
- Investment Planning
- Insurance Decisions
- Financial Advising
Languages
French
Full Professional
Timeline
Financial Advisor
WFG
06.2023 - Current
SPS/Cashier
Ross Dress For Less
01.2023 - 07.2023
Bachelor of Science - Logistics And Supply Chain Management
Kwame Nkrumah University of Science And Technolog
High School Diploma -
Cameroon Protestant College Bali
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